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Costco

4,052 hedge funds and large institutions have $264B invested in Costco in 2025 Q4 according to their latest regulatory filings, with 395 funds opening new positions, 1,548 increasing their positions, 1,641 reducing their positions, and 175 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

4% less capital invested

Capital invested by funds: $274B → $264B (-$10.5B)

6% less repeat investments, than reductions

Existing positions increased: 1,548 | Existing positions reduced: 1,641

22% less funds holding in top 10

Funds holding in top 10: 234183 (-51)

Holders
4,052
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
183
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.05B
Puts
$8.25B
Net Calls
Net Calls Change

Top Buyers

1 +$5.74B
2 +$1.46B
3 +$970M
4
VC
Vestor Capital
Illinois
+$876M
5
Renaissance Technologies
Renaissance Technologies
New York
+$616M

Top Sellers

1 -$1.14B
2 -$996M
3 -$563M
4
Jennison Associates
Jennison Associates
New York
-$541M
5
N
Nuveen
North Carolina
-$305M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
3176
Opal Wealth Advisors
New York
$455K
JFG
3177
JMG Financial Group
Illinois
$455K
SFP
3178
Sterling Financial Planning
New Jersey
$454K
CCP
3179
Carmel Capital Partners
California
$454K
E3F
3180
Eight 31 Financial
Texas
$453K
RCM
3181
Raleigh Capital Management
North Carolina
$452K
SPW
3182
Signet Private Wealth
Illinois
$452K
AT
3183
Arlington Trust
Alabama
$448K
FF
3184
Farrell Financial
New York
$448K
SIA
3185
Sit Investment Associates
Minnesota
$448K
AAMC
3186
Asset Allocation & Management Company
Illinois
$448K
EGA
3187
E&G Advisors
Texas
$448K
SWM
3188
StoneCrest Wealth Management
Arizona
$448K
ACM
3189
Aspen Capital Management
Idaho
$447K
FWM
3190
Fonville Wealth Management
Virginia
$447K
TWM
3191
Tumwater Wealth Management
Idaho
$447K
SIM
3192
SSI Investment Management
California
$446K
SMG
3193
Smart Money Group
Texas
$445K
RPSA
3194
Richard P. Slaughter Associates
Texas
$445K
YC
3195
Yarbrough Capital
Tennessee
$444K
FVWA
3196
Foster Victor Wealth Advisors
South Carolina
$444K
RMC
3197
Ring Mountain Capital
California
$443K
PFA
3198
Pathway Financial Advisors
Vermont
$443K
SWAG
3199
Spectrum Wealth Advisory Group
California
$443K
FF
3200
Francis Financial
$442K